Potentia Wealth’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

Potentia Wealth’s Portfolio DTCR Stock Details DTCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.81M	Sell	191,323 -22,609	-11%	-$668K	2.38%	12
2026 Q1	$5.13M	Sell	213,932 -15,804	-7%	-$387K	1.98%	13
2025 Q4	$4.85M	Sell	229,736 -14,081	-6%	-$300K	1.78%	13
2025 Q3	$4.99M	Buy	+243,817	New	+$4.67M	1.91%	13
2025 Q2	–	Sell	-236,939	Closed	-$3.85M	–	94
2025 Q1	$3.85M	Buy	236,939 +8,235	+4%	+$142K	1.81%	16
2024 Q4	$3.79M	Buy	+228,704	New	+$3.95M	1.68%	16

Other funds holding DTCR

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Potentia Wealth's DTCR Position: Q2 2026 in Review

Potentia Wealth reduced its Global X Data Center & Digital Infrastructure ETF (DTCR) stake by 11% in Q2 2026, selling an estimated $668K and leaving 191,323 shares worth $5.81M. The position accounts for 2.38% of the portfolio, ranked #12.

Potentia Wealth first reported a position in DTCR in Q4 2024 and has held it in 6 quarters since. 294 funds tracked by Wall St. Rank hold DTCR as of Q2 2026.

Potentia Wealth held 191,323 shares of Global X Data Center & Digital Infrastructure ETF worth $5.81M as of Q2 2026.
Potentia Wealth sold 22,609 Global X Data Center & Digital Infrastructure ETF shares in Q2 2026, an estimated $668K.
Global X Data Center & Digital Infrastructure ETF made up 2.38% of Potentia Wealth's portfolio in Q2 2026, its #12 holding.
Potentia Wealth first reported a position in Global X Data Center & Digital Infrastructure ETF in Q4 2024 and has held it in 6 quarters since.
294 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.